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MFS Investment Grade Municipal Trust (CXH) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for MFS Investment Grade Municipal Trust (NYSE:CXH)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$7.52M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$3.63M
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CXH Institutional Buying and Selling by Quarter

MFS Investment Grade Municipal Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Western Wealth Management LLC6,775$54K0.0%N/A0.083%
5/18/2026 Rivernorth Capital Management LLC576,479$4.61M0.2%+14.0%7.030%
5/13/2026 Icon Advisers Inc. Co.241,372$1.93M0.4%-1.2%2.944%
5/8/2026 Bulldog Investors LLP1,184,498$9.46M2.1%-1.4%14.445%
5/5/2026 Bank of New York Mellon Corp62,969$503K0.0%+109.6%0.768%
4/16/2026 Evolve Private Wealth LLC20,755$166K0.0%+33.9%0.253%
2/25/2026 Sit Investment Associates Inc.110,998$882K0.0%-71.5%1.354%
2/18/2026 Rivernorth Capital Management LLC505,483$4.02M0.2%+7.2%6.165%
2/18/2026 Evolve Private Wealth LLC15,500$123K0.0%N/A0.189%
2/17/2026 Almitas Capital LLC454,909$3.62M0.8%-6.7%5.548%
2/17/2026 Osaic Holdings Inc.42,893$341K0.0%-33.2%0.523%
2/16/2026 Focus Partners Wealth272,431$2.17M0.0%N/A3.322%
2/13/2026 Thomas J. Herzfeld Advisors Inc.242,426$1.93M0.7%+0.9%2.956%
2/13/2026 Bulldog Investors LLP1,201,345$9.55M2.1%+22.5%14.651%
2/11/2026 Closed End Fund Advisors Inc.15,498$123K0.1%N/A0.189%
2/10/2026 Rothschild Investment LLC22,975$183K0.0%-10.4%0.280%
1/14/2026 Hennion & Walsh Asset Management Inc.112,637$895K0.0%+128.0%1.374%
11/17/2025 Susquehanna International Group LLP15,814$124K0.0%N/A0.193%
11/17/2025 Bulldog Investors LLP980,494$7.71M1.8%+9.4%11.957%
11/17/2025 Bank of America Corp DE66,950$526K0.0%+282.6%0.816%
11/17/2025 Almitas Capital LLC487,688$3.83M0.9%+8.8%5.947%
11/14/2025 Raymond James Financial Inc.31,813$250K0.0%+62.3%0.388%
11/7/2025 Rothschild Investment LLC25,652$202K0.0%-33.4%0.313%
11/6/2025 Center for Financial Planning Inc.4,589$36K0.0%N/A0.056%
10/23/2025 Capital Investment Advisors LLC27,962$220K0.0%-5.9%0.341%
10/22/2025 Hennion & Walsh Asset Management Inc.49,399$388K0.0%-63.8%0.603%
9/4/2025 Osaic Holdings Inc.57,248$437K0.0%-6.1%0.698%
8/15/2025 Bank of America Corp DE17,500$134K0.0%+11.9%0.213%
8/14/2025 Raymond James Financial Inc.19,596$150K0.0%-12.1%0.239%
8/13/2025 Thomas J. Herzfeld Advisors Inc.241,702$1.85M0.7%+100.5%2.948%
8/11/2025 Rothschild Investment LLC38,502$294K0.0%-5.6%0.470%
7/17/2025 Capital Investment Advisors LLC29,712$227K0.0%-9.6%0.362%
7/16/2025 American National Bank & Trust20,000$153K0.0%N/A0.244%
5/16/2025Almitas Capital LLC470,435$3.73M1.2%-1.5%5.738%
5/14/2025Thomas J. Herzfeld Advisors Inc.120,541$955K0.3%+24.2%1.470%
5/13/2025Sit Investment Associates Inc.572,689$4.54M0.1%+2.2%6.985%
4/29/2025Bank of New York Mellon Corp75,105$595K0.0%+8.2%0.916%
4/10/2025Hennion & Walsh Asset Management Inc.155,870$1.23M0.1%-1.7%1.901%
4/8/2025Rothschild Investment LLC40,796$323K0.0%-10.1%0.498%
2/17/2025Bulldog Investors LLP710,459$5.68M1.5%+58.2%8.664%
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2/13/2025Icon Advisers Inc. Co.244,295$1.95M0.4%+3.3%2.979%
2/13/2025Raymond James Financial Inc.28,760$230K0.0%N/A0.351%
2/13/2025Sit Investment Associates Inc.560,546$4.48M0.1%+50.4%6.836%
2/13/2025Wells Fargo & Company MN25,369$203K0.0%-29.5%0.309%
2/12/2025Thomas J. Herzfeld Advisors Inc.97,088$776K0.2%+36.5%1.184%
2/11/2025LPL Financial LLC18,137$145K0.0%+52.0%0.221%
2/6/2025Raymond James Financial Inc.28,760$230K0.0%N/A0.351%
2/5/2025Noble Wealth Management PBC6,693$53K0.0%N/A0.082%
2/4/2025Bank of New York Mellon Corp69,402$555K0.0%+41.0%0.846%
1/15/2025Hennion & Walsh Asset Management Inc.158,542$1.27M0.1%+45.3%1.933%
1/13/2025Capital Investment Advisors LLC32,862$263K0.0%-9.6%0.401%
12/3/2024Rivernorth Capital Management LLC402,574$3.31M0.2%+17.7%4.910%
11/4/2024Wolverine Asset Management LLC6,968$57K0.0%-81.2%0.085%
10/18/2024Capital Investment Advisors LLC36,362$299K0.0%+4.2%0.443%
8/21/2024Graham Capital Wealth Management LLC65,918$521K0.7%N/A0.000%
8/16/2024Almitas Capital LLC477,454$3.77M1.6%-2.9%0.000%
8/15/2024Logan Stone Capital LLC88,442$699K0.2%-13.4%0.000%
8/14/2024Whitebox Advisors LLC48,661$384K0.0%N/A0.000%
8/5/2024Blue Bell Private Wealth Management LLC4,859$38K0.0%+233.0%0.000%
7/31/2024Rothschild Investment LLC47,681$377K0.0%N/A0.000%
7/26/2024Bank of New York Mellon Corp29,861$236K0.0%N/A0.000%
7/15/2024Melfa Wealth Management Inc.78,360$619K0.4%+17.4%0.000%
7/12/2024Capital Investment Advisors LLC34,900$276K0.0%-17.7%0.000%
5/14/2024Robinson Capital Management LLC22,779$169K0.1%-31.6%0.000%
4/17/2024Hennion & Walsh Asset Management Inc.110,859$845K0.0%-1.4%0.000%
2/15/2024Bulldog Investors LLP389,857$2.95M1.0%+28.7%0.000%
2/8/2024Robinson Capital Management LLC33,292$251K0.1%-23.5%0.000%
2/8/2024Matisse Capital86,928$658K0.4%-23.5%0.000%
2/6/2024Fortitude Advisory Group L.L.C.15,802$120K0.1%-16.4%0.000%
2/1/2024Wolverine Asset Management LLC5,475$41K0.0%N/A0.000%
1/22/2024Melfa Wealth Management LLC69,426$505K0.5%+2.2%0.000%
1/16/2024Raymond James & Associates27,675$210K0.0%-16.5%0.000%
1/5/2024Capital Investment Advisors LLC42,400$321K0.0%-11.3%0.000%
11/21/2023Almitas Capital LLC542,641$3.84M1.8%+5.7%0.000%
11/14/2023Saba Capital Management L.P.912,986$6.46M0.2%+0.4%0.000%
11/14/2023Clough Capital Partners L P11,048$78K0.0%N/A0.000%
11/14/2023Robinson Capital Management LLC43,526$302K0.1%N/A0.000%
11/14/2023Thomas J. Herzfeld Advisors Inc.50,389$356K0.1%+5,898.7%0.000%
11/8/2023Fort Point Capital Partners LLC19,601$139K0.0%N/A0.000%
10/30/2023Melfa Wealth Management LLC67,900$480K0.5%+9.4%0.000%
10/27/2023Hennion & Walsh Asset Management Inc.70,616$499K0.0%N/A0.000%
10/24/2023Raymond James & Associates33,131$234K0.0%-8.2%0.000%
8/15/2023Bulldog Investors LLP149,863$1.10M0.4%+69.1%0.000%
8/11/2023Almitas Capital LLC513,340$3.91M1.7%+55.0%0.000%
7/31/2023Americana Partners LLC25,500$188K0.0%-26.3%0.000%
7/25/2023Raymond James & Associates36,108$266K0.0%-5.2%0.000%
7/18/2023Melfa Wealth Management LLC62,081$457K0.5%-8.5%0.000%
7/17/2023GPS Wealth Strategies Group LLC6,775$50K0.0%-42.4%0.000%
5/11/2023Karpus Management Inc.41,528$307K0.0%-23.5%0.456%
5/9/2023Atlas Wealth LLC30,321$224K0.0%-17.5%0.000%
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5/8/2023Americana Partners LLC34,580$256K0.0%-69.8%0.000%
5/5/2023Moors & Cabot Inc.55,000$406K0.0%-40.5%0.000%
4/28/2023Janney Montgomery Scott LLC13,600$101K0.0%-38.3%0.000%
4/20/2023Melfa Wealth Management LLC67,873$502K0.5%-15.6%0.000%
4/14/2023Raymond James & Associates38,084$281K0.0%+7.2%0.000%
4/13/2023Bridgewater Advisors Inc.27,216$201K0.0%N/A0.000%
4/10/2023Capital Investment Advisors LLC47,790$353K0.0%+22.6%0.000%
2/15/2023Almitas Capital LLC121,048$862K0.4%N/A0.000%
2/14/2023Atlas Wealth LLC36,772$262K0.1%N/A0.000%
2/10/2023Moors & Cabot Inc.92,500$659K0.0%+208.3%0.000%


CXH Institutional Ownership - Frequently Asked Questions

During the previous two years, 24 institutional investors and hedge funds held shares of MFS Investment Grade Municipal Trust. The most heavily invested institutionals were Bulldog Investors LLP ($9.46M), Rivernorth Capital Management LLC ($4.61M), Almitas Capital LLC ($3.62M), Focus Partners Wealth ($2.17M), Icon Advisers Inc. Co. ($1.93M), Thomas J. Herzfeld Advisors Inc. ($1.93M), and Hennion & Walsh Asset Management Inc. ($895K).Learn more on MFS Investment Grade Municipal Trust's institutional investors.

Of the 20 institutional investors that purchased MFS Investment Grade Municipal Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bulldog Investors LLP ($566.91K), Focus Partners Wealth ($272.43K), Sit Investment Associates Inc. ($199.93K), Thomas J. Herzfeld Advisors Inc. ($172.63K), Rivernorth Capital Management LLC ($165.44K), Hennion & Walsh Asset Management Inc. ($112.66K), and Raymond James Financial Inc. ($69.74K).

Institutional investors have bought a total of 945,591 shares in the last 24 months. This purchase volume represents approximately $7.52M in transactions.

The following institutional investors have sold MFS Investment Grade Municipal Trust stock in the last 24 months: Sit Investment Associates Inc. ($278.42K), Hennion & Walsh Asset Management Inc. ($86.90K), Almitas Capital LLC ($32.78K), Osaic Holdings Inc. ($21.34K), Bulldog Investors LLP ($16.85K), Rothschild Investment LLC ($15.53K), and Icon Advisers Inc. Co. ($2.92K).

Institutional investors have sold a total of 456,497 shares in the last 24 months. This volume of shares sold represents approximately $3.63M in transactions.


Related Companies

Institutional ownership data for NYSE:CXH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/19/2026. New 13F filings are added each quarter as they're published.
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